IdentifyPast Due

Foundational Digital Transformation Phase I

ID: 3296928-50

Potential Value

$345,000

Deal Value

$0

Stated Probability

70%

Days in Pipeline

113

Client & Account

Client

Omega Financial Systems

City

Washington

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

Assurance

Field of Play

Audit & Governance

Opportunity Sub-SL

Audit

Competency

Audit (CORE)

Global Service Code

Trade Compliance (46686)

People & Dates

Partner

James Sophia

Pursuit Leader

Jansen Karin

Open Date

Jan 20, 2026

Anticipated Win Date

Mar 31, 2026

Close Date

N/A

Details

Description

Foundational Digital Transformation Phase I

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

73.5%

Expected Value (EV = P(Pursue) × P(Win) × Value)

$77,991

Key Triage Drivers

Work type
+0.624
Opportunity business unit
+0.549
Service sub-line track record
+0.412

Win Probability Models

P(Pursue)

73.5%

Model A: Planning

30.7%

Model B: Early Signal

9.4%

Stated Probability

70%

Model A: Planning

Includes deal age and timeline factors. Best for active pipeline management.

Win Probability

30.7%

Key Drivers

Brand new pursuit (vs renewal)
-1.249
Deal age (days since open)
-0.708
Lead sales credit %
-0.689

Plain English

The model a: planning estimates a low probability of winning (31%). Factors working against: brand new pursuit (vs renewal), deal age (days since open), lead sales credit %.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

9.4%

Key Drivers

Brand new pursuit (vs renewal)
-0.777
Market segment
-0.554
Account business unit
-0.548

Plain English

The model b: early signal estimates a low probability of winning (9%). Factors working against: brand new pursuit (vs renewal), market segment, account business unit.